Bip Wealth, LLC Purchases and Sells in Q2 2025

Bip Wealth, LLC

$1.62 Trillion
Q2 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	16K + 5.48%	$243.75 - $303.93 $3.91M - $4.87M	308K $93.7B
VUG	12.6K + 49.96%	$329.49 - $438.4 $4.16M - $5.53M	37.9K $16.6B
SPYG	34.1K + 28.94%	$71.83 - $95.32 $2.45M - $3.25M	152K $14.5B
SPSB	126K + 21.78%	$29.82 - $30.19 $3.76M - $3.81M	705K $21.3B
SPTM	23.3K + 9.82%	$60.34 - $74.89 $1.41M - $1.74M	260K $19.5B
VTV	6.69K + 1.97%	$153.67 - $176.74 $1.03M - $1.18M	346K $61.1B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	17.6K New	$29.36 - $35.56 $517K - $626K	17.6K $626M
DFSV	20.3K New	$24.21 - $29.47 $491K - $597K	20.3K $597M
DIMENSIONAL ETF TRUST	7.94K New	N/A	7.94K $461M
GE VERNOVA INC	721 New	N/A	721 $382M
BX	1.93K New	$120.07 - $151.11 $232K - $292K	1.93K $289M
HON	1.06K New	$182.86 - $232.88 $194K - $247K	1.06K $247M

Top Sells

Reduced Positions

148 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-292K - 5.06%	$50.28 - $50.47 $14.7M - $14.7M	5.47M $275B
DAVA	-400 - 0.37%	$13.81 - $21.5 $5.52K - $8.6K	107K $1.64B
PG	-1.78K - 20.24%	$157.66 - $172.39 $280K - $307K	7.01K $1.12B
SPYD	-2.76K - 2.01%	$38.81 - $44.28 $107K - $122K	134K $5.69B
JNJ	-1.07K - 13.09%	$146.36 - $159.82 $157K - $171K	7.13K $1.09B
DON	-5.84K - 11.06%	$43.28 - $50.37 $253K - $294K	47K $2.35B

Activity Summary All Purchases 101 New Holdings 16 Increased Positions 85 All Sells 148 Reductions 148 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.